Investment Advisor Representative · Canty Wealth Management
Joseph W. Canty
CRD 7230047 · Named on Form ADV at one SEC-registered adviser
At a glance
Canty Wealth Management, an SEC-registered wealth manager based in Ballston SPA, NY with $254 million in regulatory assets, lists Joseph W. Canty on its Form ADV as Investment Advisor Representative.
Firms and roles
- Canty Wealth ManagementInvestment Advisor RepresentativeWealth manager · Ballston SPA, NY · $254M in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- William J. CantyChief Compliance Officer, Canty Wealth Management
- Edward J. CantyInvestment Advisor Representative, Canty Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.